+2.0%
RDW vs INFY
-30.8%
+32.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.5% | -3.8% | -3.0% |
| 7D | +0.9% | -5.4% | +6.2% | +3.2% |
| 30D | -21.3% | -9.9% | -11.4% | -17.8% |
| 3M | -37.9% | -4.6% | -33.3% | -38.6% |
| 6M | +12.3% | -18.5% | +30.7% | +20.4% |
| YTD | +39.7% | -36.5% | +76.3% | +73.1% |
| 1Y | +25.7% | -32.8% | +58.4% | +49.0% |
| 3Y | +230.8% | -32.2% | +263.0% | +286.9% |
| 5Y | -8.8% | -44.7% | +35.9% | +17.2% |
| All | +2.0% | -30.8% | +32.8% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded INFY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling